Personal Lines Account Manager
Alera Group
Needham, MA · Posted October 16, 2026
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About the job
OVERVIEW
Alera Group is looking for a Personal Lines Property & Casualty Account Manager to join our team . W e are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!
Our Massachusetts locations include : Needham, Fairhaven, Milford, Orleans, Truro, and Worcester. Our Rhode Island locations include : North Smithfield and Warwick.
Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
RESPONSIBILITIES
Advise and service Personal Lines clients (home/auto/umbrella/flood and other PL), handling changes, renewals, and inquiries with a high-touch experience
Drive growth through quoting, new business support, account rounding, and cross-sell, earning base plus commissions
Evaluate exposures and recommend coverage changes; explain options clearly to support retention
Manage workflows in Applied Epic with accurate documentation and compliance
Partner with carriers/underwriters to obtain quotes, submit documentation, and resolve requests quickly
QUALIFICATIONS
2+ years Personal Lines P&C account management experience
Valid Massachusetts P&C License (required)
Strong knowledge of personal lines coverages and underwriting requirements
Applied Epic strongly preferred; comfortable with rating tools and Microsoft Office
Strong communication and problem-solving; organized and deadline-driven
Able to step in and perform with minimal ramp-up; dependable and team-oriented
ADDITIONAL INFORMATION
This job requires presence in the office on a hybrid schedule as agreed with the manager.
Alera Group offer s comprehensive benefits to our colleagues , including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
The annual salary range is $55,000 to $75,000, plus commission.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status , or any other protected class .
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
#LI-NO1
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Location Type
Hybrid - 3 or more days in office - Office UKG Work location
Advise and service Personal Lines clients (home/auto/umbrella/flood and other PL), handling changes, renewals, and inquiries with a high-touch experience
Drive growth through quoting, new business support, account rounding, and cross-sell, earning base plus commissions
Evaluate exposures and recommend coverage changes; explain options clearly to support retention
Manage workflows in Applied Epic with accurate documentation and compliance
Partner with carriers/underwriters to obtain quotes, submit documentation, and resolve requests quickly
2+ years Personal Lines P&C account management experience
Valid Massachusetts P&C License (required)
Strong knowledge of personal lines coverages and underwriting requirements
Applied Epic strongly preferred; comfortable with rating tools and Microsoft Office
Strong communication and problem-solving; organized and deadline-driven
Able to step in and perform with minimal ramp-up; dependable and team-oriented